What are different paths to consider if working for an RIA in trading and operations if I were looking to move into a different area? Just curious if anyone has started in a similar place and moved to a different area of WM or finance in general.

like
Posting as :
works at
You are currently posting as works at

Study for the CFA exam if you haven't yet. Go back to school for an MBA degree. Research what you would want to do, efinancialcareers.com. If you already work in trading you are probably already good at investing.

Related Posts

Which is more appealing to you, Data engineering or Data science as a career? Why?

like

What is your best advice for moving into data science without going back to school for a masters?
I have an engineering bachelors and my mba, and want to move into the data science and analytics side of things in the long term.
I’m currently in Strategy Consulting and I find it too functional and hypothetical/theoretical/ high level. Looking for advice on resources, timelines, skillets, building connections/network, things to consider, moving forward /path of last resistance, etc etc

like

Any advice for someone looking to transition from Project Management?

like

Working in Risk Management, looking into the FRM exams. Does anyone have any insight or advice?

like

Hi Fishes, I have 6 YOE in financial reporting, if an opportunity in Morgan Stanley in fund accounting arises, should I go ahead with it or would it be a reverse step career wise, would appreciate insights on same and also of MSFS Fund accounting culture, WLB, if anyone can help with the same...
Should I take Financial Reportting @State Street or Fund Accounting at @Morgan Stanley
Thanks in advance, would appreciate your help

like

Has anybody had success pivoting off the bench into a non-managerial role?

like

Anyone prepping for the SHRM-CP test? I’m taking a prep course this fall and would love tips or to know if there are any study groups out there!

like

I want to know how difficult workday prism certification is? What is the passing rate for this exam.

Hi fishes
I have experience of 2 years in oracle plsql and i am looking for a switch

but i want to work in Java development and I have learned spring mvc, spring boot and I have good knowledge on core java, collections

Will be it be good decision to directly get a job as a experienced candidate by telling I have experience on Java(2years)
or
I shouldn't lie about my prior experience on oracle .

Thanks in advance for your valuable suggestions

like

Is the CPA designation worth it? For me it would take me 1 year of PREP courses and 2 years of PEP until i can write the CFE. And I am 27 years old right now. Also wondering if it would be crazy to pursue the CPA while learning how to code to be a developer as well?

like

Hi all,

I'm currently working in enhancement projects!

I had worked previously before in support project and a bit of development project also.

Can anyone help me how can I go about learning all .net related technologies and what should I focus on?

Hello! I am a Technical Sourcer/Recruiter at a reputable FinTech company. I would like to transition into Project Coordination/Management within the tech space. Any tips for the transition? Recruiters: I am open to entry level & contract roles to gain experience! Thanks in advance for the assist!

Hi..for a business analyst of 6 yoe what are the technical courses that can be taken up?

What is the best tech track to go into for highly paid temporary contract work?

like

Looking to learn coding. Any thoughts on learning code through a website like Udemy, CodeAcadeny, etc.?

like

Hi Fishes, I'm a Python developer now and I need to switch my role related to AI/ML for long term.
Currently I 've planned two options and I'm bit confused which road i've to take:
1) Do Masters degree in Canada, after that try to get Job in there or US.
2) Do any Master Programs in Here (India) and get a job.
Suggest some ways other than this also welcomed.

YOE : 1.5 years as Python developer

Skills : C, Python, Excel in writing SQL queries, Swagger, Microservices, Docker.

like

Side hustle or startup ideas for someone who isn’t technical/doesn’t code? Where should I look or where to begin? I don’t have any strong passions or specific skills that I’m confident in. What books, articles, blogs, orgs, events, people I should follow for inspiration that has helped you? I have some cash to invest and am looking for a part time hustle that can cash flow at least a little bit of money on the side.

like

Hi Fishes, What kind of work is envolved in ReactJS projects in Nagarro? Is it maintenance or Development From Scratch work. Also is it possible for a UI Developer in Nagarro to take up backend development work along with UI? I am currently working as a full stack Python developer and Got an offer in Nagarro as ReactJS Developer. I would also like to contribute in Backend Development as well. Last Ques 😅 - Mid-Product Organization vs Nagarro, Which one shall I choose for UI Dev role? TIA

like

Currently work at Moody’s as a credit analyst trying to figure out what are good exit ops, if anyone has any advice please let me know, feeling pretty stuck right now

like

Hello guys

What are the skills and certifications one should have to get a position of a Strategy Consultant. I am looking to change from Banking to Consulting Industry. Any suggestions would be appreciated.

More Posts

Worried that my dog chewed HDMI cable. He is behaving normally. Should I see a vet? Not sure when it happened but at least 24 hrs. It could be Roomba too!!

Post Photo
like

Hi all,
I am tech guy with almost 3yr exp, but I want to switch to a Management role. Going for an MBA is not possible for me. I was wondering about the possibility to switch to a management role within the next 2 years without an MBA. Company/Brand is not a bar for me.
Can somebody please suggest how to do this?

like

Starting to restore old watches as a hobby (not for profit). Any suggestions where I can buy some pieces which need repair / service? I am still learning. So it doesn’t have to be fancy. I tried eBay and Chrono24 but didn’t have much luck. Feel free to recommend a local store in NYC.

like

Anyone practice labor and employment law?

likehelpful

How much do tech recruiters make? You know, the ones that harass you with copy/pasted messages through email and LinkedIn.

Do they make salary or is it based on successful hires?

likeupliftingfunny

Hello fishies, I have got an offer from S&P for 30LPA with 8.5 YOE . The designation is software engineer and the role is for production support. Is it a good offer or should I renegotiate.

like

I have tons of mushrooms, what should I cook?

like

Hello Friends, I want to switch ASAP ☹️

Experience - 8.1 years. Designation - ITA
Skills/work experience : Spring-boot, lambdas / Back-end developer as well as Cloud solutions architect. Built 4 enterprise apps from scratch and moved it to AZURE/AWS with end to end setup.
Cloud : Azure / AWS
Current CTC : Highly underpaid (7 lpa)

Could someone please help to refer me somewhere in Mumbai or Thane? Want to get a better life and would be forever grateful for your help!

like

Just moved to Dallas, looking for a new firm. Any have a particularly big tech/real estate practice?

like

Anyone finished the interview with Kellogg Round 2? Will the decisions be released earlier for 1Y program?

like
like
like

Hi everyone. I applied for a couple of roles at a tech company, I have a panel interview coming up but since that’s been arranged another HR coordinator has reached out to do a screening interview for the 2nd role I applied for.

How do I approach this, the screening call is a couple of days before my panel interview?

like

I have 2 years experience in FX collateral management and settlements( middle office). I want to switch into risk or corporate actions or reporting / portfolio management . Is there any Institute for it which it can provide any course/ programme and then provide interviews for such profile or else should I switch by modifying my cv?

like
like

What's like jumping from consulting to PE in London?

like

Hi sharks,

I have done masters in commerce and i have experience of 3.5 yrs working on support project related to Bloomberg fundamentals consultation with bare minimum package of 2.6 lpa as a ctc. Is doing some courses from after market such as power bi ,sql etc will help me to raise my package or should i switch by upscaling my skill or without it as environment is toxic and they will not let me grow.kindly share your insight to help me choose better career path.

Thanks.

like

Anyone from A&M willing to refer me. Will be great to have a conversation. They are hiring for the role I am interested in. TIA

Inspired by the post looking for Telugu guys...Any girls in the Tri-State area in their mid 20s?
25 M here...born in the US...if that matters

funny

Additional Posts in Finance

Simple life hacks that make a huge difference:

like

Cryptobros on suicide watch

like

Knowing that I’m 50% tier in my level, how can I go up to the 75% or the higher end of my level? My manager says I’m a competitive hire but it’s not reflected in the comp. So I’m super confused

like

North Korea - the boy (country) who cried wolf?

like

I realized a slow pace at work is really bad for me. A couple years ago I was experiencing burn out from my fast paced job supporting transactions, and believed by moving to a slower job in a lower cost area, I would be sailing off to the sunset. Wrong, I spend weeks following up with other teams, often times they forgot what we discussed, so I spent 50% if the time reminding them of the topics and next steps. I spend most of my time writing memos no one will read.

likehelpful

Hi guys, I am working as an Investment Analyst for a boutique asset management firm in Toronto, Canada (4bn AUM) making 70k annually. I am 5 months into this role. Credentials: 6 months of prior experience in this industry at a small startup + 2 years of work exp in retail banking, CFA L2 candidate, part time masters of finance student, bachelors from outside of Canada. I want to find out if I’m being paid fairly or I should aim higher. I don’t know my bonus yet (discussion in Dec)

like

Poor Pats 😥

like

But seriously, who are these people with titles but no companies?

My weather app failed me. Snowing like crazy in NYC with no warning. Christmas miracle?

like

Home for the weekend, and I'm find it more and more difficult to relate to my old high school friends. Anyone else feel this way?

like

PE has taken some heat recently as an industry. My initial plan was to get my foot in the door within the next couple of years, but I'm not sure if this is the smartest idea. Thoughts?

like

Good day to be buying bonds... any of my fellow yield grubbers out in effect today?

like

First time posting on here… what do you like best about this app/what’s the best way to use this app to get its benefits? 🤔

like

What is an appropriate bonus to give your admin (she books all my travel and processes expenses/receipts)? Travel once or twice a month, don’t have her schedule meetings for me at this point.

like

No disrespect. Why is it that the most "successful" bankers amongst us are elitist assholes?

like

GS 2023 New Analyst Program. Is this a good program to apply for someone looking to start as an analyst? How easy is to get into this program or even GS overall? I have 1-2 years of experience and some Finra licenses if that can help me somehow. Looking for some opinions about the program. Thanks

like

Fixed income vs Equity trading desk at BB? Why are trading desk at BB down year over year? Fixed income desks In particular! Future of trading leading to full automation?

like

What book has inspired you the most in life principles, or your career in finance?

like

What is considered business casual in SF? Is it suit with no tie or Polo and chinos?

like

Which firm do you guys think has best work life balance?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal